Fortinet black logo

Adding a new invitation for a deployment package

Adding a new invitation for a deployment package

To add a new invitation for a deployment package:
  1. Go to Invitations in the upper right corner or in Endpoints > Invitations.
  2. Select an existing invitation code for the desired deployment package.
  3. Click Add.
  4. Configure the invitation:
    1. To send the code to a single recipient, select Individual. Otherwise, select Bulk.
      Note

      Sending individual invitation codes is considered best practice, as it can limit unexpected endpoints from connecting to FortiClient Cloud.

    2. If desired, select Send Email Notifications.
    3. In the Email Recipients field, enter the desired end users' email addresses.
    4. If desired, enable Send SMS Notifications.
    5. In the SMS Recipients field, enter the desired end users' phone numbers.
    6. If desired, enable Expiring.
    7. In the Expiry Date field, set the expiry date.
    8. For Verification Type, select one of the following:

      Verification type

      Description

      None

      End user does not need to provide any credentials to connect to FortiClient Cloud.

      Local

      End user must provide credentials that match a local user configured in User Management > Local Users to connect to EMS.

      You must create a local user to configure this option.

      LDAP

      End user must provide their domain credentials to connect to FortiClient Cloud.

      You must configure an LDAP domain to configure this option.

      SAML

      End user must provide their credentials for an SAML identity provider, such as Azure Active Directory, to connect to EMS.

      You must configure SAML settings to configure this option.

  5. Click Save. You see a new invitation code for the deployment package.

Adding a new invitation for a deployment package

To add a new invitation for a deployment package:
  1. Go to Invitations in the upper right corner or in Endpoints > Invitations.
  2. Select an existing invitation code for the desired deployment package.
  3. Click Add.
  4. Configure the invitation:
    1. To send the code to a single recipient, select Individual. Otherwise, select Bulk.
      Note

      Sending individual invitation codes is considered best practice, as it can limit unexpected endpoints from connecting to FortiClient Cloud.

    2. If desired, select Send Email Notifications.
    3. In the Email Recipients field, enter the desired end users' email addresses.
    4. If desired, enable Send SMS Notifications.
    5. In the SMS Recipients field, enter the desired end users' phone numbers.
    6. If desired, enable Expiring.
    7. In the Expiry Date field, set the expiry date.
    8. For Verification Type, select one of the following:

      Verification type

      Description

      None

      End user does not need to provide any credentials to connect to FortiClient Cloud.

      Local

      End user must provide credentials that match a local user configured in User Management > Local Users to connect to EMS.

      You must create a local user to configure this option.

      LDAP

      End user must provide their domain credentials to connect to FortiClient Cloud.

      You must configure an LDAP domain to configure this option.

      SAML

      End user must provide their credentials for an SAML identity provider, such as Azure Active Directory, to connect to EMS.

      You must configure SAML settings to configure this option.

  5. Click Save. You see a new invitation code for the deployment package.